Does anyone have any tips on customizing and using the client letter in Lacerte? Right now it just prints a very simplified version of the letter and I don't se... read more
We purchased the Tax Import option to help simplify data entry; however, of the thirty we have sent and gotten back, only three have been correct. It is taking ... read more
In previous years we would install the latest version of Lacerte and the invoice form charges would reflect what was set in the previous tax year. Today, we not... read more
Sharing a resource. There's a Lacerte Listserv email list and this was shared there this morning: a tool to make the Lacerte organizers into fillable PDFs! I do... read more
I typically love using the Lacerte Tool Hub to solve the frequent issues that we run into when using Lacerte Tax software. This is usually much faster and easie... read more
Is anyone else still having issues with 2025 Lacerte not applying the 100% bonus depreciation provisions? I am working in the partnership module, have verified ... read more
My client had sold 100% of its assets in 2025. All assets were located in Oklahoma. The Oklahoma Capital Gain is flowing correctly to the Form 561-PTE.But Lacer... read more
I have entered sale of an asset and it is calculating a portion to Sch D which is correct andon Sch C, under other expenses as income listed as Research and Exp... read more
Any NY/NYC preparers who can help me with filing a NY tax return. It keeps getting rejected by Lacerte and is saying i need to confirm withholding and I'm just ... read more
